On March 21, Prime Minister Carney announced that the Government of Canada will cancel the proposed increase in the capital gains inclusion rate.
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Recent Posts
March 20, 2025
Topic: Economic news
How does one navigate the current Canada-U.S. political climate, where real intentions are hard to discern from negotiating strategies?
Your clients are feeling uncertain about how the recent U.S. presidential election will affect the economy and their finances?
March 20, 2025
Topic: Savings
Following Quebec, now Nova Scotia is changing its life income fund (LIF) rules. The new rules come into force on April 1, 2025.
March 19, 2025
Topic: Savings
A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.
March 18, 2025
Topic: Insurance
We have made improvements to the online claim form for critical illness and added an introduction page to the disability claim form, with the aim of optimizing the quality of the data collected and shortening service times.
March 13, 2025
Topic: Economic news
On March 12, the Bank of Canada decided to reduce the policy rate from 3.0% to 2.75%.
March 12, 2025
Topic: Miscellaneous
Take two minutes to check that your email address is up to date in your Advisor Centre so you can be sure you don’t miss out on any essential information for your work:
March 10, 2025
Topic: Portfolio Managers
Check out this in-depth manager commentary for the Global Health Care (Renaissance) Fund.
March 6, 2025
Topic: Economic news
The announcement by the U.S. government of tariffs on Canadian exports has caused concern on both sides of the border.
February 26, 2025
Topic: Savings
At the beginning of the year, the Minister of Finance and Intergovernmental Affairs, announced that the federal government is deferring the date on which the capital gains inclusion rate would increase from 50% to 66.66% on capital gains realized annually above $250,000 by individuals and on all capital gains realized by corporations and most types of trusts.